Lens family
187 analyses · Growth & Portfolio
Thermo Fisher Caught a $9 Billion Wave - and Spent It Before It Broke.
Thermo Fisher
Kodak's Adjacency Bets Weren't Bad Deals. They Were Brilliant Deals at the Worst Possible Time.
Kodak
Caterpillar Got China Right by Forty Years and Still Mistimed It.
Caterpillar
IKEA Doesn't Localize Much. The One Time It Refused, It Got Thrown Out of Japan.
IKEA
Adobe Didn't Leap From Art to Marketing. It Walked, One Standard at a Time.
Adobe
SAP Runs Half the World's Big Businesses From a German Town of 15,000. That's Not the Weakness It Looks Like.
SAP
Amazon Bought MGM for James Bond. It Didn't Get James Bond.
Amazon-MGM